Client portal · preview
This is what your account will look like.
Two accounts, because a parent and an HR manager need different screens. Switch between them below. Every name, company, carrier, policy number and figure on this page was invented for the demonstration — none of it belongs to a real client, and no real carrier's pricing is shown.
Ramona Delgado
Sample family account
Your advisor
Justin Boulet
281.493.6862
Coverage
Lone Star Mutual Health · Silver 3200 HMO · Policy DEMO-4417-02 · covers Ramona and two children
Member ID card
Lone Star Mutual Health
Download card (PDF)
ABA authorisation
Bayou Bend ABA · 18 hours/week approved · Active
312 of 468 approved hours used this authorisation period. Renews 14 Nov 2026 — we file the renewal, you don't.
| Date | What happened | Status |
|---|---|---|
| 12 Aug 2026 | Reauthorisation submitted with updated treatment plan | Approved |
| 28 Jul 2026 | Carrier asked for progress notes — we sent them same day | Closed |
| 02 Jun 2026 | Hours increased 15 → 18 at the BCBA's recommendation | Approved |
Documents
| Document | Added | Status |
|---|---|---|
| 2026 plan summary of benefits | 14 Dec 2025 | Read |
| ABA treatment plan — Aug 2026 | 12 Aug 2026 | Signed |
| Authorisation for release of records | 29 Aug 2026 | Needs your signature |
Sign document
Messages
Write a message
Requests
| Request | Opened | Status |
|---|---|---|
| Add newborn to the plan | 18 Aug 2026 | Done — effective 1 Sep |
| Replacement ID cards | 30 Aug 2026 | With the carrier |
Start a request
Trellis Fabrication Co.
Sample employer account
Signed in as
Dana Okafor, HR
Account manager: Connor Hipson
This month
Medical: Lone Star Mutual Health · Dental & vision: Gulf Coast Benefit Group · Plan year ends 31 Dec 2026
Roster changes waiting
| Employee | Change | Effective | Status |
|---|---|---|---|
| A. Okonkwo | New hire — medical + dental | 01 Sep 2026 | With the carrier |
| P. Vasquez | Add spouse (qualifying event) | 15 Sep 2026 | Needs proof of event |
| J. Whitfield | Termination — COBRA offered | 31 Aug 2026 | Processed |
Submit a change
Invoice reconciliation — August 2026
The carrier billed $38,412. Your roster says it should be $37,128. Here is the difference, line by line — this is the reconciliation most groups never get.
| Line | Billed | Should be | Why |
|---|---|---|---|
| J. Whitfield | $642 | $0 | Terminated 31 Jul — still on the bill |
| A. Okonkwo | $0 | $598 | New hire not yet loaded by the carrier |
| Dependent tier — 4 employees | $1,240 | $0 | Billed at family, enrolled at employee+spouse |
Dispute with the carrier
Compliance calendar
| Due | What | Who | Status |
|---|---|---|---|
| 30 Sep 2026 | Medicare Part D creditable coverage notice to employees | Hipson drafts, you send | Drafting |
| 31 Oct 2026 | Open enrolment materials to staff | Hipson | Not started |
| 02 Mar 2027 | 1095-C forms to employees | Hipson files | Not started |
| 15 Aug 2026 | Summary Annual Report distributed | You | Done |
Renewal — 1 Jan 2027
| Step | Owner | By | Status |
|---|---|---|---|
| Request renewal & claims experience | Hipson | 15 Sep | Done |
| Market to alternative carriers | Hipson | 10 Oct | In progress |
| Present options to you | Hipson | 24 Oct | Not started |
| Your decision | Trellis | 07 Nov | Waiting on you |
| Open enrolment | Both | 01 Dec | Not started |
About this preview. Ramona Delgado, Trellis Fabrication Co., Dana Okafor, Lone Star Mutual Health, Gulf Coast Benefit Group, Bayou Bend ABA and every number above are invented for the demonstration. No real carrier's rates are shown, no real client's records are shown, and nothing on this page reads from or writes to any database. When the portal opens, accounts will be created by your advisor — there will be no public sign-up, and we will never email you a link asking you to register or confirm a password. Back to the portal page →